Team
Our team offers a wide range of complementary skills, working together to coordinate your wealth planning experience. We provide a professionalized approach to client service – never asking the client to do something that we can do for them. We aim to simplify the complex journey to a coordinated financial future. Learn more about our team – we welcome the opportunity to meet and discuss your financial future.
Polished, honest, responsive and accurate. These are the words Joel Jensen’s clients use to describe him and the value he brings to their relationship. Jensen began working in the financial services industry in 1993 when he...
“One of the reasons I love working with David is that when I call, I talk to him. If my business isn’t important enough for an advisor to spend time with me personally – as I’ve experienced in the past –...
Gus joined WPP in 2013 after spending two years developing his skills in Lincoln’s Financial Planning Department. Prior to that he was an associate at a Cleveland based boutique wealth management firm and an Operations Analyst at...
Bringing over 30 years of financial business experience, Kathe Addison is described by clients as their “go to.” She’s always available to assist them with anything she can. Addison joined the firm in 2001 as an...
Service has been a huge part of Flynn’s life as he grew up in the west side suburbs of Cleveland, so when he discovered a way to take care of people through finance, he knew he was on the right track. A long line of legal...
Kevin is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Registered Representative with Lincoln Financial Advisors Corp. (LFA). He is also a member of Sagemark Consulting Private Wealth Services, an...
Kristin recently began her career in the financial services industry while concurrently pursuing her Finance degree from Southern New Hampshire University. Kristin is excited to be a member of the WPP team and brings considerable...
